dazed and confused, page-2

Losing 1% of its plantations to bushfires isn't good, but given that they were only planted in the last year or two that's hardly much of a blow. So this hardly warrants a 40% drop in the share price.

The travails of Timbercorp and Great Southern are obviously a worry, but there's nothing new there. And the need to roll-over, exchange, or pay out the $40 million worth of PINES in September is a concern, but that's been known about for some time.

Perhaps the bushfires have made investors worried about the _potential_ risk to WFL plantations. Perhaps increasing concerns about the general economy make 2010 MIS sales a concern.